Retirement

For years, my wife Andrea and I have enjoyed staying at a boutique hotel in a quiet neighborhood on the north side of Newport Beach, just a block from the ocean. Things felt different on our last visit, though. When I went to check in, no one was at the front desk,...

One of our clients was recently offered a lot of money to sell his business, but they wanted him to stay on for five years after the sale. Why? His business heavily depends on him for day-to-day operations, so they must have figured it would take five years to ensure...

From ages 19 to 21, I served a volunteer church mission in Buenos Aires, Argentina. During the final six months of my mission, I had the privilege of working closely with our mission leaders, David and Louise Udall. They were responsible for the direction and...

Selling your business is a significant decision that can have profound implications for the rest of your life. If you're thinking about selling, evaluate your motivations to ensure you’re selling at the right time and for the right reasons. Some motivations are more...

As you embark on the journey to make your retirement dreams a reality, keep in mind that retirement income can come from many different sources, including the following: Part-time Work – Many people chose to work at least part-time in retirement to bring in extra...

Whether you plan on working for the rest of your life or not, saving for retirement is very important because it will help you get to the point where you’re working for the joy of it, not just out of necessity. Then you will be free to choose the type of work you...